Discover the CCUA's Webinar Wednesday series, designed to bring educational insights, innovative solutions, and member-focused services directly to you. Held on Wednesdays of each month, this series features timely topics and expert perspectives to keep credit unions ahead in a dynamic industry.
AI is reshaping financial institutions, but true impact comes from strong leadership and clear strategy, not just technology. This session will show FI executives how to leverage AI to remove friction, modernize operations, and elevate both member and employee experiences. We’ll introduce a practical framework for identifying inefficiencies across digital channels, branch and contact center workflows, and back-office processes, helping leaders understand where automation delivers the greatest value.
Attendees will learn how to balance AI-driven automation with human expertise, design scalable processes that accelerate innovation, and build an actionable crawl-walk-run roadmap. Through real examples and strategic insights, you’ll walk away with a clear understanding of how to guide your institution through digital transformation, strengthen organizational alignment, and unlock measurable ROI.
Whether your AI journey is just beginning or rapidly expanding, this session equips you with leadership strategies to stay competitive and future-ready.
Learning Objectives:
- Identify where AI delivers the greatest operational and experience impact: Learn how to use a practical framework to pinpoint inefficiencies across digital channels, branches, contact centers, and back-office workflows, and prioritize AI initiatives that remove friction and drive measurable ROI.
- Balance automation with human expertise to scale responsibly: Understand how to design AI-enabled processes that modernize operations while preserving human judgment, improving both employee effectiveness and member experience.
- Build a leadership-driven AI roadmap that accelerates transformation: Develop a crawl-walk-run strategy for AI adoption that aligns leadership, supports innovation at scale, and positions your institution to remain competitive and future-ready.
Kathy Sianis, Senior Vice President of Client Success and Partnerships at Posh
Kathy Sianis is Senior Vice President of Client Success and Partnerships at Posh AI, with over 20 years of financial industry experience in senior leadership roles, including CXO. She brings deep expertise in CX, retail, lending, digital services, and operations, and is passionate about helping financial institutions use technology to enhance customer experience and drive operational efficiency.
CCUA Webinar Wednesday virtual events are exclusive to member credit unions. Partners interested in engaging with our credit union community can explore sponsorship opportunities by emailing solutions@ccua.org.
